Investment adviser · CRD 108642
COLBERT INVESTMENT MANAGEMENT CO
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $296M Form ADV · Item 5.F
- Client accounts
- 144 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Sovereign wealth & foreign institutions | Fewer than 5 | $236,471,186 | 79.9% |
| High-net-worth individuals | 143 | $59,370,206 | 20.1% |
Filing source
Form ADV 2074581 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TORTUGA CAPITAL LPHedge Fund · Last reported Mar 21, 2017$6.37MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-3405953220
- Reported beneficial owners
- 14
- Minimum commitment
- $1M
- Form D file number
- 021-105764
Form ADV 1092133 · Mar 21, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3520 MARY STREET, SUITE 202MIAMI, FL, 33133, United States
CRD 108642
Filing source
Form ADV 2074581 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.